EDR Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,969,010
Clients
27
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$147,000
About
EDR Investment Advisors is a small, state‑registered independent adviser that provides discretionary and non‑discretionary portfolio management, along with financial planning and consulting, to individuals, business entities, and retirement plans. The firm manages roughly $4 million across a limited number of client relationships and charges percentage‑of‑assets fees for advisory services.
The firm implements portfolios primarily using mutual funds, exchange‑traded funds, and individual equity and fixed‑income securities, employing fundamental, technical and charting analysis and a mix of long‑term, short‑term and trading strategies. It treats cash as an asset class, may use a sub‑adviser for portions of client portfolios while retaining the client relationship, and conducts ongoing account reviews tied to client objectives and market conditions.
What is distinctive about the firm is its affiliation with a separate insurance agency: the firm’s principal is a licensed insurance agent and may recommend insurance products on a commission basis, a potential conflict the brochure discloses and clients are free to decline. The firm also notes the use of structured notes and a conservative posture toward digital assets—advising on crypto exposure through ETFs or third‑party managers but not exercising discretionary authority to buy cryptocurrencies for client accounts.
Client services
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
ESG / Sustainable investing
Fee options
Registrant may charge a flat fee or fee waivers based on certain criteria and may charge separate fees for extraordinary planning or stand-alone projects.
$0 - $2,499,999: 1.50% $2,500,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000+: 0.75%
Financial planning and consulting services may be charged on an hourly basis generally around $150 per hour (negotiable).
Fee-only: Fee-only (generally ranging from 1.50% to 0.75% annually) based on asset tiers; no commissions received from product sales.
Main office location
EDR Investment Advisors, LLC
495 Highway 93 North
Eureka MT 59917, United States
Number of offices
1
Most active in
EDR Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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